GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$6.3M
3
+$3.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.49M
5
IAU icon
iShares Gold Trust
IAU
+$2.29M

Top Sells

1
+$8.2M
2
+$5.42M
3
+$2.66M
4
TSLA icon
Tesla
TSLA
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.88M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 14.97%
3 Communication Services 9.62%
4 Real Estate 4.84%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.41%
4,256
+88
52
$1.82M 0.4%
+53,237
53
$1.75M 0.39%
19,232
-2,131
54
$1.65M 0.37%
17,430
-500
55
$1.48M 0.33%
26,035
+13,210
56
$1.42M 0.31%
14,123
-2,485
57
$1.41M 0.31%
+5,561
58
$1.37M 0.3%
13,986
-1,314
59
$1.28M 0.28%
18,040
+1,640
60
$1.23M 0.27%
3,358
-235
61
$1.12M 0.25%
20,286
+1,000
62
$1.06M 0.24%
17,749
-9,007
63
$1.06M 0.23%
34,046
-11,651
64
$1.05M 0.23%
175,400
-109,779
65
$964K 0.21%
41,679
-234,547
66
$962K 0.21%
9,080
-13,049
67
$898K 0.2%
2,481
-455
68
$891K 0.2%
41,500
+6,800
69
$875K 0.19%
5,855
-50
70
$849K 0.19%
6,089
+2,939
71
$704K 0.16%
3,945
+755
72
$689K 0.15%
44,110
-14,416
73
$663K 0.15%
21,394
74
$620K 0.14%
11,253
-11,343
75
$612K 0.14%
3,031
+324
1 2
3
4 5